c360 Product Presentation: Getting more out of Microsoft CRM with c360 products
Who is c360? <ul><li>c360 is the Leading Microsoft CRM Enhancement Vendor: </li></ul><ul><ul><li>Founded November 2001 to ...
Why c360? <ul><li>c360 has the vision and strategy to lead: </li></ul><ul><ul><li>97% Customer/Partner Satisfaction Rankin...
c360 Solutions Architecture c360 Development Framework Configurable  Base Pages  and Dialogues Security and  Privilege Aut...
c360 Product Offering <ul><li>c360 Products are sold individually or in Productivity Packs: </li></ul><ul><li>Product Core...
c360 Product Offering <ul><li>c360 Productivity Packs continually  add value  for your investment: </li></ul><ul><li>Produ...
c360 Product Pricing <ul><li>c360 are sold individually by active CRM user, by site, or bundled in Productivity Packs and ...
Upgrading to Productivity Packs <ul><li>Productivity Pack Upgrade Options – All included extended support </li></ul><ul><u...
c360 Dashboard – Core Productivity Pack
c360 Dashboard – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Allows users to put data they want on a sing...
c360 SearchPac – Core Productivity Pack <ul><li>SearchPac – Query Manager, Multi-Field Search, Merge, Update Fields </li><...
c360 SearchPac – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Query Manager: Create and save complex, cros...
c360 Activity Summary – Core Productivity Pack <ul><li>Activity Summary –  Available on all core CRM record types.  Chrono...
c360 Activity Summary – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Roll-up of  all  CRM activity for all...
c360 Email Link – Core Productivity Pack <ul><li>Email Link –  Increase Microsoft CRM usage and adoption by collaborating ...
c360 Email Link – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Quickly send other CRM users a direct hyper...
c360 Relationship Chart – Sales Productivity Pack <ul><li>Relationship Chart Link Users, Contacts, Accounts and Opportunit...
c360 Relationship Chart – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Create many-to-many links between C...
c360 Forecast Manager – Sales Productivity Pack <ul><li>Forecast Manager Increase the accuracy of your sales forecast by m...
c360 Forecast Manager – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Quickly update critical sales forecas...
c360 Web Connect – Sales Productivity Pack <ul><li>Web Connect </li></ul><ul><li>Link your web site lead capture pages to ...
c360 Web Connect – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Link web site capture pages to CRM so web ...
c360 Email To Case – Service Productivity Pack <ul><li>Email To Case Configure multiple CRM queues to convert inbound emai...
c360 Email To Case – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>CRM Email Activities in one or more queu...
c360 My Workplace – Service Productivity Pack <ul><li>My Workplace Personalize the CRM Workplace area by user for more eff...
c360 My Workplace – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>User customizable: Individual users can c...
c360 Email Enhancement Pack <ul><li>Email Enhancement Pack Send CRM email templates to internal CRM users, teams or SMTP a...
c360 Email Enhancement Pack – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Send CRM Email templates to CRM...
c360 Customer Portal <ul><li>Web Customer Service and Technical Support With c360’s Customer Portal, organizations using M...
c360 Customer Portal – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Allow customers to log in to a protect...
Free Products, Tools, Resources and Utilities from c360 <ul><li>c360 offers free products, tools, resources and utilities:...
c360 Partners Communications <ul><li>c360 Insider </li></ul><ul><ul><li>Published Quarterly </li></ul></ul><ul><ul><li>Mic...
Q&A www.c360.com c360 Solutions 1 Dunwoody Park, Suite 130 Atlanta, GA 30338
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C360 Product Webinar

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  • C360 Product Webinar

    1. 1. c360 Product Presentation: Getting more out of Microsoft CRM with c360 products
    2. 2. Who is c360? <ul><li>c360 is the Leading Microsoft CRM Enhancement Vendor: </li></ul><ul><ul><li>Founded November 2001 to prepare for the launch of Microsoft CRM </li></ul></ul><ul><ul><li>Built c360 Development Framework specifically for Microsoft CRM </li></ul></ul><ul><ul><li>Exclusive focus on Microsoft CRM </li></ul></ul><ul><ul><li>c360 Founders came from Onyx Software, a Microsoft-based CRM provider </li></ul></ul><ul><ul><li>Founders authored the first comprehensive book on Microsoft CRM </li></ul></ul>Que Publishing - ‘ Special Edition – Using Microsoft CRM ’ Co-author: John Gravely, c360 Technical Editor: Jeremie Desautels, c360 Integration Chapter: Frank Torres, c360
    3. 3. Why c360? <ul><li>c360 has the vision and strategy to lead: </li></ul><ul><ul><li>97% Customer/Partner Satisfaction Ranking – Prognostics survey </li></ul></ul><ul><ul><li>700+ organizations worldwide run c360 </li></ul></ul><ul><ul><li>50,000+ licenses installed </li></ul></ul><ul><ul><li>11 products in c360 solution set shipping today </li></ul></ul><ul><ul><li>Products currently available in English, French, Spanish, German, Dutch, Danish, Portuguese and Swedish </li></ul></ul><ul><ul><li>Best products and development framework for Microsoft CRM </li></ul></ul>&quot;c360 has the experience, vision and know-how to help lead the Microsoft CRM transformation. Based on their years of CRM implementation work, Microsoft Business Solutions trusts the c360 team to deliver real business results to their Microsoft CRM customers.&quot; David Thacher General Manager Microsoft CRM
    4. 4. c360 Solutions Architecture c360 Development Framework Configurable Base Pages and Dialogues Security and Privilege Authentication Encryption and Decryption of Data External Data Access Service Classes Configuration Information Storage and Retrieval CRM Data Retrieval and Update Licensing CRM Look and Feel User Interface Controls Customer/Partner Developed Add-ons, Modules and Enhancements c360 Products and Productivity Packs Microsoft CRM Microsoft .NET
    5. 5. c360 Product Offering <ul><li>c360 Products are sold individually or in Productivity Packs: </li></ul><ul><li>Product Core Sales Service </li></ul><ul><ul><li>Dashboard X </li></ul></ul><ul><ul><li>SearchPac X </li></ul></ul><ul><ul><li>Activity Summary X </li></ul></ul><ul><ul><li>Email Link X </li></ul></ul><ul><ul><li>Relationship Chart X </li></ul></ul><ul><ul><li>Forecast Manager X </li></ul></ul><ul><ul><li>Web Connect X </li></ul></ul><ul><ul><li>Email To Case X </li></ul></ul><ul><ul><li>My WorkPlace X </li></ul></ul>
    6. 6. c360 Product Offering <ul><li>c360 Productivity Packs continually add value for your investment: </li></ul><ul><li>Product Core Sales Service </li></ul><ul><ul><li>Dashboard v.Next X </li></ul></ul><ul><ul><li>SearchPac v.Next X </li></ul></ul><ul><ul><li>Activity Summary v.Next X </li></ul></ul><ul><ul><li>Email Link v.Next X </li></ul></ul><ul><ul><li>Dupe Check/Alerts v.Next X </li></ul></ul><ul><ul><li>Relationship Chart v.Next X </li></ul></ul><ul><ul><li>Forecast Manager v.Next X </li></ul></ul><ul><ul><li>Inline Editor, etc v.Next X </li></ul></ul><ul><ul><li>Web Connect v.Next X </li></ul></ul><ul><ul><li>Email To Case v.Next X </li></ul></ul><ul><ul><li>My WorkPlace v.Next X </li></ul></ul><ul><ul><li>Service Tools v.Next X </li></ul></ul>New Features New Products
    7. 7. c360 Product Pricing <ul><li>c360 are sold individually by active CRM user, by site, or bundled in Productivity Packs and includes software and 1 st year support. </li></ul><ul><ul><li>Productivity Packs </li></ul></ul><ul><ul><ul><li>Core - $150 per active CRM license </li></ul></ul></ul><ul><ul><ul><li>Sales - $50 per active CRM license </li></ul></ul></ul><ul><ul><ul><li>Service - $50 per active CRM license </li></ul></ul></ul><ul><ul><li>Other </li></ul></ul><ul><ul><ul><li>Email Enhancement Pack - $750 per site when purchased with a Productivity Pack </li></ul></ul></ul><ul><ul><ul><li>Customer Portal - $250 per active CRM license </li></ul></ul></ul>
    8. 8. Upgrading to Productivity Packs <ul><li>Productivity Pack Upgrade Options – All included extended support </li></ul><ul><ul><li>Option 1 - $25 per CRM license </li></ul></ul><ul><ul><ul><li>Bundle to Core Productivity Pack </li></ul></ul></ul><ul><ul><ul><li>Suite + RC to Core/Sales Productivity Packs </li></ul></ul></ul><ul><ul><li>Option 2 - $50 per CRM license </li></ul></ul><ul><ul><ul><li>Bundle + RC to Core/Sales Productivity Packs </li></ul></ul></ul><ul><ul><ul><li>Suite to Core/Sales Productivity Packs </li></ul></ul></ul><ul><ul><li>Option 3 - $100 per CRM license </li></ul></ul><ul><ul><ul><li>Activity Summary to Core Productivity Pack </li></ul></ul></ul><ul><ul><li>Option 4 - $35 per CRM license </li></ul></ul><ul><ul><ul><li>Bundle Plus to Core and Service Productivity Packs </li></ul></ul></ul><ul><ul><li>Option 5 - $60 per CRM license </li></ul></ul><ul><ul><ul><li>Suite Plus to Core, Sales and Service Productivity Packs </li></ul></ul></ul><ul><ul><li>All upgrade options listed at http://www.c360.com/Pricing.aspx#Upgrade </li></ul></ul>
    9. 9. c360 Dashboard – Core Productivity Pack
    10. 10. c360 Dashboard – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Allows users to put data they want on a single screen </li></ul></ul><ul><ul><li>Multi-Cell, user configurable workspace </li></ul></ul><ul><ul><li>Display multiple CRM and Query Manager views </li></ul></ul><ul><ul><li>See record’s summary, contact list, and other related information on one screen </li></ul></ul><ul><ul><li>Custom configurable personal search screens </li></ul></ul><ul><ul><li>Embed custom developed content cells pulling data from other systems or providing vertical or customer-specific functionality </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Increase user efficiency </li></ul></ul><ul><ul><li>Design workspace for particular roles and tasks </li></ul></ul><ul><ul><li>Arrange the data you need to see on a single screen </li></ul></ul><ul><ul><li>Reduce multiple clicks to see all aspects of a CRM record </li></ul></ul><ul><ul><li>Setup search blocks to search on the fields that are relevant to your role </li></ul></ul><ul><ul><li>Make CRM your portal for access to all corporate data. Leverage Dashboard as the ideal interface for vertical functionality </li></ul></ul>
    11. 11. c360 SearchPac – Core Productivity Pack <ul><li>SearchPac – Query Manager, Multi-Field Search, Merge, Update Fields </li></ul><ul><li>Create and save complex cross-object queries, each with its own customized column set. Perform Quick Searches and avoid data duplication, merge records, bulk update CRM records. </li></ul>
    12. 12. c360 SearchPac – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Query Manager: Create and save complex, cross-object queries </li></ul></ul><ul><ul><li>Query Manager: Customize column set/field list for saved queries </li></ul></ul><ul><ul><li>Multi-Field Search: Quickly search across all CRM record types </li></ul></ul><ul><ul><li>Merge action: Retain all history while merging duplicate Lead, Contact and Account records </li></ul></ul><ul><ul><li>Update Field action: Bulk update CRM records </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Marketers can segment CRM data based on links between records and can save queries for future retrieval </li></ul></ul><ul><ul><li>With each query CRM users can see the data points relevant to their work </li></ul></ul><ul><ul><li>Avoid entering duplicate records and save time by not having to launch separate windows or go to multiple CRM screens to locate data </li></ul></ul><ul><ul><li>Improve system use and credibility with better data </li></ul></ul>
    13. 13. c360 Activity Summary – Core Productivity Pack <ul><li>Activity Summary – Available on all core CRM record types. Chronologically displays all open and closed activities, notes and CRM records (Opportunities, Cases, etc.). Includes a paperclip to indicate records with attached files. </li></ul>
    14. 14. c360 Activity Summary – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Roll-up of all CRM activity for all CRM record types </li></ul></ul><ul><ul><li>Attachment Indicator/Launcher: Quickly see which Activity and Notes records have attached documents and quickly launch those attachments for viewing </li></ul></ul><ul><ul><li>My Summary: See all open activities with customer name in a single, easy to use view </li></ul></ul><ul><ul><li>User customizable: Individual users can customize the summary pages to display the fields and records that are important to them </li></ul></ul><ul><ul><li>Print and export summaries to Microsoft Excel </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>CRM users can quickly see all customer interactions on a single screen </li></ul></ul><ul><ul><li>CRM users spend less time locating and viewing attached documents </li></ul></ul><ul><ul><li>Sales and Telesales users can quickly call through scheduled activities from a single location </li></ul></ul><ul><ul><li>CRM users can more quickly see the data that is most helpful for their individual roles/tasks </li></ul></ul><ul><ul><li>CRM users can take summaries with them to meetings or email summaries to colleagues </li></ul></ul>
    15. 15. c360 Email Link – Core Productivity Pack <ul><li>Email Link – Increase Microsoft CRM usage and adoption by collaborating on CRM records. With one click users can send links to CRM records. </li></ul>
    16. 16. c360 Email Link – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Quickly send other CRM users a direct hyperlink to any CRM record </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Reduce search times and increase adoption of CRM and collaboration between CRM users </li></ul></ul>
    17. 17. c360 Relationship Chart – Sales Productivity Pack <ul><li>Relationship Chart Link Users, Contacts, Accounts and Opportunities in a many-to-many fashion while building a graphical organization chart. </li></ul>
    18. 18. c360 Relationship Chart – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Create many-to-many links between CRM User, Contact, Account and Opportunity records </li></ul></ul><ul><ul><li>Define relationship types (e.g. Contact A is the manager of Contact B) </li></ul></ul><ul><ul><li>Build graphical, hierarchical organization charts </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Allow users to correctly model relationships for better data accuracy. Ideal for healthcare, pharmaceuticals, financial services, professional services and manufacturing applications </li></ul></ul><ul><ul><li>Build graphical organization and business relationship charts to better understand the connections between customers and prospects </li></ul></ul>
    19. 19. c360 Forecast Manager – Sales Productivity Pack <ul><li>Forecast Manager Increase the accuracy of your sales forecast by making the task of updating key forecast information quick and easy. Forecast Manager is integrated to SearchPac’s Query Manager so sales managers can easily pull lists of opportunities based on virtually any criteria. </li></ul>&quot;With Forecast Manager, our forecast accuracy has improved from 60% to 95%. In addition to improving forecast accuracy, Forecast Manager has significantly reduced the amount of time it takes our sales personnel to update their forecasts. This has improved overall adoption of our CRM system.&quot; Maureen Depalo Business Analyst Internet Security Systems
    20. 20. c360 Forecast Manager – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Quickly update critical sales forecast information (revenue, probability, sales stage, close date) on a single, editable screen </li></ul></ul><ul><ul><li>Query Manager integration: View any query of opportunities in Forecast Manager </li></ul></ul><ul><ul><li>Reporting accuracy: Information updated in Forecast Manager is instantly reflected in Sales Forecast reports </li></ul></ul><ul><ul><li>Print or Export data: Export any opportunity view displayed in Forecast Manager </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Remove objections to sales representative data entry and adoption of CRM system </li></ul></ul><ul><ul><li>Run sales meetings by territory or any other criteria for quick access and updating of forecast information </li></ul></ul><ul><ul><li>Sales Management can run Sales Forecast report with increased confidence that information is accurate </li></ul></ul><ul><ul><li>Sales Management can quickly print or export pipeline information for offline review </li></ul></ul>
    21. 21. c360 Web Connect – Sales Productivity Pack <ul><li>Web Connect </li></ul><ul><li>Link your web site lead capture pages to CRM and automate your interaction with prospects while they are still on your web site . </li></ul>
    22. 22. c360 Web Connect – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Link web site capture pages to CRM so web visitor data is automatically inserted in CRM </li></ul></ul><ul><ul><li>For each web capture page, execute a series of actions including sending email to the visitor, inserting data into CRM and notifying internal resources. </li></ul></ul><ul><ul><li>For each CRM Lead and Contact, see all web site visits and the data entered with each visit </li></ul></ul><ul><ul><li>Integrate with external web services by posting form data to a URL when a web visitor submits data </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Capture all web lead data in CRM to take appropriate action </li></ul></ul><ul><ul><li>Automate interaction with your prospects from the minute they click the ‘submit’ button on your web form </li></ul></ul><ul><ul><li>Know your customer by seeing all web site captures directly on their CRM record </li></ul></ul><ul><ul><li>Leverage external web services like email marketing applications by using the post URL function to opt visitors in to lists and send marketing emails as soon as they submit their data </li></ul></ul>
    23. 23. c360 Email To Case – Service Productivity Pack <ul><li>Email To Case Configure multiple CRM queues to convert inbound emails to Service Cases. Each time a Case is created the customer is emailed and designated CRM users are notified. </li></ul>
    24. 24. c360 Email To Case – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>CRM Email Activities in one or more queues are automatically converted into Cases </li></ul></ul><ul><ul><li>Email sender is automatically notified of new Case number when their email is converted into a CRM Case </li></ul></ul><ul><ul><li>Immediately and automatically notify internal CRM users to the presence of a new service Case </li></ul></ul><ul><ul><li>Configure Email To Case to either auto-create CRM Contact records for unrecognized email addresses or take no action from these senders </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Organizations with service and support needs can begin to track 100% of requests in CRM within minutes of installation </li></ul></ul><ul><ul><li>Provide professional response by automatically confirming service requests with a professional email including unique CRM Case number </li></ul></ul><ul><ul><li>Enable ultra-responsive support with immediate internal notifications </li></ul></ul><ul><ul><li>Reduce data entry and/or avoid providing support to unrecognized requestors </li></ul></ul>
    25. 25. c360 My Workplace – Service Productivity Pack <ul><li>My Workplace Personalize the CRM Workplace area by user for more efficient Queue management </li></ul>
    26. 26. c360 My Workplace – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>User customizable: Individual users can customize which queues to see and which fields to be displayed </li></ul></ul><ul><ul><li>See number of items in queues without clicking on queue </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>CRM Service Users save time working service and support queues and see more of the information that is relevant to them </li></ul></ul><ul><ul><li>Set up queues the way that is best for the business and monitor them more easily </li></ul></ul>
    27. 27. c360 Email Enhancement Pack <ul><li>Email Enhancement Pack Send CRM email templates to internal CRM users, teams or SMTP addresses . </li></ul>
    28. 28. c360 Email Enhancement Pack – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Send CRM Email templates to CRM users, teams or SMTP email addresses </li></ul></ul><ul><ul><li>Use in conjunction with Email To Case to provide Case notification and escalation to upper management </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Get more out of CRM workflow by enabling data-rich internal notifications for escalated Cases, won Opportunities, new/assigned Leads, etc. </li></ul></ul>
    29. 29. c360 Customer Portal <ul><li>Web Customer Service and Technical Support With c360’s Customer Portal, organizations using Microsoft CRM can now have a web self-service presence . </li></ul>
    30. 30. c360 Customer Portal – Features and Benefits <ul><li>Features </li></ul><ul><ul><li>Allow customers to log in to a protected area of your site and access CRM functionality </li></ul></ul><ul><ul><li>Allow customers to create, edit and view Service Cases on the web </li></ul></ul><ul><ul><li>Selectively publish all or part of your CRM Knowledge Base </li></ul></ul><ul><ul><li>Allow your customer’s to update their contact records on the web </li></ul></ul><ul><ul><li>Allow customers access to custom developed modules protected by portal’s authentication </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Provide 24 x 7 resources to your customers </li></ul></ul><ul><ul><li>Increase Service and Support efficiency and availability and lower data entry by pushing service functions to the web </li></ul></ul><ul><ul><li>Reduce your cost of service and support by providing your prospects and/or customers with self-service tools </li></ul></ul><ul><ul><li>Keep your data up to date by allowing customers to maintain their own data </li></ul></ul><ul><ul><li>Leverage portal’s authentication infrastructure to implement web-based resources for your customers </li></ul></ul>
    31. 31. Free Products, Tools, Resources and Utilities from c360 <ul><li>c360 offers free products, tools, resources and utilities: </li></ul><ul><ul><li>c360 Record Clone Utility </li></ul></ul><ul><ul><li>c360 Copy Address Utility </li></ul></ul><ul><ul><li>c360 Spell Check Pages </li></ul></ul><ul><ul><li>c360 Security Planning Tool </li></ul></ul><ul><ul><li>c360 Specification Template </li></ul></ul><ul><ul><li>c360 Sales For Outlook Explained Whitepaper </li></ul></ul><ul><ul><li>For more information, visit www.c360.com/Products.aspx </li></ul></ul>
    32. 32. c360 Partners Communications <ul><li>c360 Insider </li></ul><ul><ul><li>Published Quarterly </li></ul></ul><ul><ul><li>Microsoft CRM non-sales ‘Guru’ information </li></ul></ul><ul><ul><li>Frequently includes free giveaways </li></ul></ul><ul><ul><li>Original content written by c360 personnel </li></ul></ul><ul><ul><li>100% permission subscription </li></ul></ul><ul><li>c360 Product Updates </li></ul><ul><ul><li>Published 4 – 6 times a year on major product releases </li></ul></ul><ul><ul><li>c360 Product focused </li></ul></ul><ul><ul><li>100% permission subscription </li></ul></ul><ul><li>Sign up at www.c360.com/Newsletter.aspx </li></ul>
    33. 33. Q&A www.c360.com c360 Solutions 1 Dunwoody Park, Suite 130 Atlanta, GA 30338

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